Rockefeller Climate Solutions Fund - Class A Chares RKCAX Strategy

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Strategy

The investment seeks long-term growth of capital principally through equity investments in public companies across the market capitalization spectrum offering climate change mitigation or adaptation products and services. The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of public companies offering climate change mitigation or adaptation products and services. It may invest in equity securities of U.S. and foreign companies (including issuers domiciled in emerging markets or less developed countries) with market capitalizations of any size.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
RKCIX
Rockefeller Climate Solutions Fund - Institutional Class SharesInstitutionalOpen $66.16M0.990%Below Average$1M−$35.67M
RKCAX
Rockefeller Climate Solutions Fund - Class A CharesFront LoadOpen $339,213.001.240%Below Average$2,500$135,210.34

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